CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s iShares MSCI USA Equal Weighted ETF EUSA Stock Holding History

CAPTRUST Financial Advisors’s Portfolio EUSA Stock Details EUSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-2,573
Closed -$266K – 3061
2025
Q4 		$266K Hold
2,573
– – ﹤0.01% 2334
2025
Q3 		$265K Sell
2,573
-50
-2% -$5.07K ﹤0.01% 2252
2025
Q2 		$260K Sell
2,623
-560
-18% -$52.5K ﹤0.01% 2138
2025
Q1 		$298K Sell
3,183
-310
-9% -$30K ﹤0.01% 1947
2024
Q4 		$333K Buy
3,493
+550
+19% +$53.8K ﹤0.01% 1848
2024
Q3 		$282K Buy
2,943
+549
+23% +$50.2K ﹤0.01% 1912
2024
Q2 		$211K Sell
2,394
-1,217
-34% -$107K ﹤0.01% 2011
2024
Q1 		$329K Buy
+3,611
New +$311K ﹤0.01% 1724
2022
Q3 		– Sell
-596
Closed -$42K – 2671
2022
Q2 		$42K Hold
596
– – ﹤0.01% 2882
2022
Q1 		$51K Hold
596
– – ﹤0.01% 2764
2021
Q4 		$53K Hold
596
– – ﹤0.01% 2617
2021
Q3 		$50K Buy
596
+17
+3% +$1.46K ﹤0.01% 2574
2021
Q2 		$49K Buy
+579
New +$47.7K ﹤0.01% 2523

Other funds holding EUSA

Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HC
Henshaw Capital Woburn, Massachusetts $2.7B AUM 29.67% 1-Year Est. Return
SFS
Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return
G
GenTrust Miami, Florida $2.34B AUM 18.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
PSP
Principal Street Partners Memphis, Tennessee $613M AUM 26.72% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

CAPTRUST Financial Advisors's EUSA Position: Q1 2026 in Review

CAPTRUST Financial Advisors sold out of iShares MSCI USA Equal Weighted ETF (EUSA) in Q1 2026, closing a stake of 2,573 shares — an estimated $266K sold.

CAPTRUST Financial Advisors first reported a position in EUSA in Q2 2021 and held it in 13 quarters. The position peaked at $333K in Q4 2024. 148 funds tracked by Wall St. Rank hold EUSA as of Q1 2026.

  • CAPTRUST Financial Advisors reported no remaining iShares MSCI USA Equal Weighted ETF position as of Q1 2026 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 2,573 iShares MSCI USA Equal Weighted ETF shares in Q1 2026, an estimated $266K.
  • CAPTRUST Financial Advisors first reported a position in iShares MSCI USA Equal Weighted ETF in Q2 2021 and held it in 13 quarters.
  • CAPTRUST Financial Advisors's iShares MSCI USA Equal Weighted ETF position peaked at $333K in Q4 2024.
  • 148 funds tracked by Wall St. Rank held iShares MSCI USA Equal Weighted ETF as of Q1 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.